2019-Womens-Leadership-Forum-Brochure_v5

Katy Rees Chair, Program Committee California State University San Marcos Katy is the Associate Vice President of Administration at California State University San Marcos.. Lauralea Edwa

LEADERSHIP FORUM

FEBRUARY 12-13, 2019

THE SCOTTSDALE RESORT AT MCCORMICK RANCH SCOTTSDALE, ARIZONA

PRE-CONFERENCE WORKSHOP

FEBRUARY 11, 2019

Archibald E Asawa joined Soka University of America in March 1998 He manages the University’s operations and serves as the University’s Chief Investment Officer, managing a $1.2 billion endowment Previously, Asawa was a management consultant to

Archibald E Asawa President, WACUBO Soka University of America

WACUBO extends a warm welcome to our Women’s Leadership Forum attendees We are excited to present this event and look forward to spending the next few days with you!

Fortune 500 corporations, universities, and public sector agencies and served as Special Advisor to the Mayor and Manager of Special Projects for Los Angeles Mayor Richard J Riordan He is also active in NACUBO, currently serving on the Board of Directors and having served as Chair of the NACUBO Small Institutions Council and National Awards Committee

Asawa received his BA in Economics from Yale University and attended the doctoral program in management at UCLA’s Anderson Graduate School

of Management, focusing on strategy and organization

Katy Rees Chair, Program Committee California State University San Marcos Katy is the Associate Vice President of Administration at California State University San Marcos She is a passionate

employ-ee engagement and organizational change advocate with over two decades of experience in organizational development

Program Committee

programs As Associate VP, she oversees Safety, Health & Sustainability, Integrated Risk Management, and the Vice President’s Office, which includes internal audits and compliance, Clery, quality improvement, policies and procedures, and division budget In addition to chairing the WACUBO Leadership Programs Committee, Katy is a member of the WACUBO Professional Development Steering Committee

Lauralea Edwards

Washington State University

Lisa Frace

University of California, Davis

Connie Kanter

Seattle University

Carina Celesia Moore

University of California, Davis

Robyn Pennington

California State University

Jeanette Perez

Arizona State University

Sara Reed

Salt Lake Community College

Allison Vaillancourt

University of Arizona

Jean Vock

University of Nevada, Las Vegas

CPE Information

WACUBO Women’s Leadership Forum and Pre-Conference Workshop attendees are eligible to earn CPE units CPE hours are subject to adjustment due to minor schedule modifications

The Western Association of College and University Business Officers (WACUBO) is registered with the National As-sociation of State Boards of Accountancy (NASBA) as a sponsor of continuing professional education on the National Registry of CPE Sponsors

State boards of accountancy have final authority on the acceptance of individual courses for CPE credit Complaints regarding registered sponsors may be submitted to the National Registry of CPE Sponsors through its website: www.nasbaregistry.org

The WACUBO Women’s Leadership Forum is two and a half days of inspirational professional development that will help you grow as a leader, develop your career path, and build a support network to help you succeed Through creative and informative sessions, thought-provoking panel discussions, and group activities, the Forum focuses on women partnering with women to build networks for continued career growth, exploring strategies for work and life integration, and leveraging your unique leadership style to achieve your goals

WACUBO Womo en’s LeadershipForumandPrPee-ConfereneennceeWorkskhoop attendees are eligible to earn CPE units CPE hours are subject to adjusstment tdue to minorscheddule mooddifificattionss

Thee WWestern Association of College and UUnninversittyy BuB sineness Officers (WACUBO) is registered with the National As-sociation of State Boards of Accountancyc (NAASBSSBA)aas a sponsor of continuing professional education on the

National Registry of CPE Sponsors

State boards of accountancy have final authororrityy yono thhe acceptance of individual courses for CPPE credit Complaints

regarding registered sponsors may be submitteed o the National Registry of CPE Sponsors througgh its website:

www.nasbaregistry.org

The WACUBO Women’s Leadership Forum is two and a half days of inspirational professional development that will help you grow as a leader, develop your career path, and build a support network to help you succeed Through creative and informative sessions,

thought-provoking panel discussions, and group activities, the Forum focuses on women partnering with women to build netwoorks

foo continued career growth, exploring strategies for work and life integration, and leveraging your unique leadership style to achieve your goals

About the Forum

Learning Objectives

Learn how to deploy leadership skills that will advance effectiveness on camppuss and provide opportunity to build a circle of colleagues to keep in contact with after the Forum

Learn about the unique management structurues in higher education and how to engagewit others across the organization

Learn to recognize the importance and impact of diversity and inclusion in higgher r education asswell las tthe uninque rolles and perspectivess a diverse workforce brings to our institutions

Learn techniques for improved buisness communication and networking and how too uutilizee those technhniquesto attaiainimproved working relationships

Time Session/Activity Speaker(s)

10:20-10:35a

10:35-10:50a

10:50a-12:00p

12:00-12:15p

12:15-1:30p

1:00-5:00p Career Mapping (Part 2): Developing Your Leadership Plan

Agenda at a Glance

Lauralea Edwards, Carina Celesia Moore, Sara Reed

Monday, February 11: Pre-Conference

Tuesday, February 12: Day One

Networking: Find Your People Sara Reed

BREAK

Your Pathway to Purpose Allison Vaillancourt

LUNCH SHE Talk—What to Expect When You’re Not Expecting Lisa Rulney Career Mapping (Part 1): Narrating Your Leadership Journey Leeann Hunter

1:00-5:00p

Time Session/Activity Speaker(s)

7:00-8:00a

8:00-8:15a

8:15-9:15a

9:15-10:00a

10:00-10:15a

10:15-10:30a

10:30-11:45a

BREAK

[Closing Keynote] Powerful Women, Powerful Narratives: Stories of Courage and Change for Women on the Rise!

Wrap Up

11:45a-12:00p

Agenda, con’t.

1:30-2:45p Rising Together: Creating Your Network Lisa Frace, Lisa Loo, Nichol Luoma, Joanne Wamsley

Networking Reception

Robert Moore, Kelly Fox, Lisa Ordoñez , Joe Carella, Lynn Valenter (Moderator) Rising: A Leadership Journey

3:15-5:00p

5:00-6:30p

Wednesday, February 13: Day Two

BREAKFAST

SHE Talk—Having It All But Not All At Once

Tapping Wisdom Through Table Talks

Enhance Your Career Through Organizational Engagement and Cultural Competency

SHE Talk—Should You Accept an Interim Role?

Connie Kanter

Carina Celesia Moore, Table Facilitators

Stacy Pearson

Allison Vaillancourt

Lynn Gangone

Katy Rees

Session Info and Speaker Bios

Career Mapping (Part 1): Narrating

Your Leadership Journey

(Pre-Conference)

In this interactive workshop,

par-ticipants will be guided through a

series of creative writing,

storytell-ing, and close reading activities that

draw upon memory, sensory

experi-ences, and affect to begin crafting a

leadership narrative about how they

see the world and how they hope to

make an impact

The workshop offers models for

sto-rytelling and introduces a method to

help participants generate a series of

texts that can be woven into a

mean-ingful narrative that guides their

leadership journey

Leeann Hunter, Washington State University

textual analysis, historical inquiry, and cultural analysis As the Assistant Director of Undergraduate Stud-ies, she created the Passport Program, a mentoring and development program promoting long-term pro-fessional well-being through community-oriented practices She is the President of the WSU Association for Faculty Women

As a Clinical Associate Professor of English at Washington State University, Leeann Hunt-er’s research engages in the cognitive and affective experiences of work as they pertain

to women’s professional growth narratives in the 21st-century university An integrative multimodal specialist, Leeann teaches blended courses that integrate creative writing,

Lauralea Edwards, Washington State University

Lauralea Edwards is a business intelligence and data analyst working at the intersection

of business and technology at Washington State University She manages communica-tions between WSU administration and academic departments to help facilitate every aspect of the data life cycle Previously, she worked at the United States Military Academy

at West Point and received public recognition for securing resources in austere environments to inte-grate people and systems She holds a BS in Behavioral Science from Andrews University and a Master

of International Affairs from Columbia University, and she is currently pursuing a PhD in Cultural Studies and Social Thought in Education at Washington State University She also chairs the WACUBO Data Anal-ysis Committee

Carina Celesia Moore, University of California, Davis

Carina Celesia Moore, MA, SPHR, CPLP, ACC, is a Director of the UC Davis HR: Talent Man-agement and Development and is responsible for learning and development strategies for 30,000+ employees at the UC Davis and UC Davis Health (Sacramento) campuses

Cari-na has over 25 years of experience in HR and enjoys transforming organizations into places where people contribute their best work Since 2004, she has volunteered in several roles with WACUBO, including board member, conference speaker, faculty at the Business Management Institute, and Chair

of the Mentoring Program Carina is an adjunct faculty member of the University of the Pacific Benerd School of Education’s Master in Organizational Learning & Effectiveness Program

Sara Reed, Salt Lake Community College

Sara Reed has over 20 years of experience in leadership, management, organizational change, and leadership development She is the Associate Vice President for People and Workplace Culture at SLCC, where she leads a team to help transform the lives of staff and faculty through their employment Sara is a faculty member with the University of the Pacific-Sacramento Benerd School of Education She serves on the Community Advisory Board of the University of Utah’s Women’s Resource Center, the Community Council for Boulton Elementary School, and chairs the WACUBO Professional Development Workshop Committee Sara holds an EdD from Drexel Univer-sity, an MA.Ed from CSU Sacramento, an MS from Troy State, and a BA from University of Minnesota

(sessions listed alphabetically)

Career Mapping (Part 2):

Developing Your Leadership Plan

(Pre-Conference)

Participants will build off the

“Narrat-ing Your Leadership Journey”

work-shop by developing their leadership

values, putting together a concrete

plan for growing into those values,

and learning specific techniques to

help them along this journey

Session Info/Bios, con’t.

In this session we will discuss the

importance of understanding the

“language” and context of higher

ed-ucation and your institution’s mission

in particular While it is important to

know your area of expertise, you can

enhance your value by

understand-ing how national and regional issues

impact your campus In addition, the

more proficient and knowledgeable

you are about the initiatives,

perspec-tives, and cultures on your campus,

the more prepared you are to

sup-port campus leadership to achieve

success Seeking and nurturing

rela-tionships with your colleagues and

others on campus is key to achieving

these competencies

Enhance Your Career Through

Organizational Engagement and

Cultural Competency

Stacy Pearson, Washington State University

Stacy Pearson became Washington State University’s Vice President for Finance and Administration and Chief Financial Officer in March 2017 Previously, Ms Pearson was the Vice President for Finance and Administration at Boise State University (BSU) She has also served as director of internal audit services for the Oregon University System and the Idaho State Board of Education Stacy is an active participant and presenter for re-gional and national higher education professional organizations, including the National Associa-tion of College and University Business Officers (NACUBO), and she was recently appointed to NA-CUBO’s Research Universities Constituent’s Council Stacy earned a bachelor’s degree in business administration from the University of Idaho and a master’s degree in public administration from BSU She is a certified public accountant and serves on several boards, including College Spark Washington, the Downtown Pullman Association, and the Pullman Moscow Regional Airport

Networking: Find Your People

Part of WACUBO’s mission is to help

people connect and network During

this quick session, we will start

“find-ing our people” at the Women’s

Lead-ership Forum 2019

Sara Reed, Salt Lake Community College

Sara Reed has over 20 years of experience in leadership, management, organizational change, and leadership development She is the Associate Vice President for People and Workplace Culture at SLCC, where she leads a team to help transform the lives of staff and faculty through their employment Sara is a faculty member with the University of the Pacific-Sacramento Benerd School of Education She serves on the Community Advisory Board of the University of Utah’s Women’s Resource Center and the Community Council for Boulton Elementary School and chairs the WACUBO Professional Development Workshop Committee Sara holds an EdD from Drexel University, an MA.Ed from CSU Sacramento, an MS from Troy State, and a BA from University of Minnesota

Powerful Women, Powerful

Narratives: Stories of Courage and

Change for Women on the Rise!

[Closing Keynote]

Storytelling has been with us since the

be-ginning of time, used as a way to convey

language, culture, values, and other

hu-man emotions and circumstances Each of

us owns our stories; no one else has had

our lived experiences and no one else can

tell them for us And although we can’t

predict the circumstances we find

our-selves in, we have agency over how we

interpret those experiences for ourselves

and others A tragedy, a blessing, a story

of redemption, forgiveness, revenge,

fail-ure, or a success—no matter what our

sto-ry, we are its narrator We can learn how to

create powerful narratives of authenticity

and power to assist ourselves and each

other to seek and achieve leadership in

our respective professional spheres

Lynn Gangone, American Association of Colleges for Teacher Education

of the Maryland Independent College and University Association, she led its academic policy and lobby-ing work with oversight of teacher education and education accreditation She has held faculty appoint-ments at the George Washington University Graduate School of Education and Human Development (DC) and the University of Denver’s Morgridge College of Education Prior to her appointment as president and CEO of AACTE, Gangone was Vice President at the American Council on Education (ACE) and Dean of Colorado Women’s College, University of Denver She also served as Executive Director of the National Association for Women in Education and Vice President of Development and Vice President/Dean of Stu-dents at Centenary University She consults, writes, and speaks on education leadership, advancement of underrepresented men and women, strategic planning, and change management

Gangone received an EdD and M.Ed from Teachers College, Columbia University; an MS and CAS in coun-seling psychology from the University at Albany, State University of New York; and a BA in political science from the College of New Rochelle She is a member of the Colorado and Washington, DC chapters of the International Women’s Forum (IWF), and served as Colorado’s 2013 president and as a fellows mentor of the IWF Leadership Foundation Some of the many honors she has received include Twenty-Five Most Powerful Women in Colorado, Women of Distinction—Girl Scouts of Colorado, Women Making History— Colorado Black Women for Political Action, Diamond Honoree—American College Personnel Association, and the Ursula Laurus Alumnae Award from the College of New Rochelle

Dr Lynn M Gangone is a seasoned education leader with association, agency, and campus leadership experience Gangone began her career in education working on Carl Perkins Vocational Equity Grants through the New York State Education Department, delivering PK-12 professional development to teachers and guidance counselors As Vice President

Robert Moore, Colorado College

Robert Moore is Colorado College’s Senior Vice President and Vice President of Finance and Administration/Treasurer He held similar positions at the University of Colorado and the Colorado School of Mines He is the past President of WACUBO and currently serves as Secretary of NACUBO He also served on the Board of Directors for University Hospital and

on the Douglas County School Board

Session Info/Bios, con’t.

Rising: A Leadership Journey

A panel of seasoned higher ed leaders

shares their experiences and

percep-tions in this facilitated discussion

Pan-elists represent a cross-section of

lead-ership for the broadest perspectives and

insights

Kelly Fox, University of Colorado Boulder

As Senior Vice Chancellor and Chief Financial Officer, Kelly Fox provides leadership in the financial management, operational, and planning activities of the University of Colorado Boulder Fox was Vice President and Chief Financial Officer for the CU System from

2009-2012 and was the University’s System Budget Director from 2001-2004 Previously, Fox was Director of Policy, Planning and Analysis at the Colorado School of Mines She also held budget,

poli-cy, and planning posts with the Colorado Office of State Planning and Budgeting and the National Confer-ence of State Legislatures Fox earned a bachelor’s degree in psychology from the University of Nebraska and a master’s degree in public administration from the University of Colorado Denver

Session About the Speaker(s)

Rising: A Leadership Journey

(con’t.)

Joe Carella, University of Arizona

Joe Carella has over 20 years of experience in executive and corporate talent devel-opment, inclusivity, change management, and strategy formulation and execution His academic and research engagements have focused on corporate strategy, talent devel-opment, and business performance with a variety of corporate clients including Hershey’s, Chevron, Fender Musical Instruments Corporation, Intel, Essilor, BBVA, Produce Marketing Association, Xenel Industries, P.F Chang’s, Raytheon, Wallenius Wilhelmsen Logistics, DP World, and Discover Financial Services He is also responsible for designing, developing and delivering successful executive education programs for global corporations Joe has been a keynote speaker on the state of the industry at the an-nual congress of the FITCE – the Forum of European Technology Professionals, the Society for the Plastics Industry, the Association for Talent Development, and Disrupt HR He has also been a contributor to the Harvard Business Review on the challenges of leadership

A panel of seasoned higher ed leaders

shares their experiences and

percep-tions in this facilitated discussion

Pan-elists represent a cross-section of

lead-ership for the broadest perspectives and

insights

Lisa Ordoñez, University of Arizona

Lisa Ordóñez has been a professor in the Department of Management & Organizations and Marketing at the University of Arizona’s Eller College since 1994 and has served

as Vice Dean since 2015 She received her Bachelor’s in Psychology (1988), Master’s in Marketing (1992), and PhD (1994) in Quantitative Psychology, all from the University of California at Berkeley She holds the McClelland Professorship, which recognizes her commitment to ac-ademic research Her current research area is the negative aspects of goal setting and, in particular, how pursuing performance goals can lead to unethical behavior to meet them Her research has been cited

in Money Magazine, The New York Times, The Economist, CNN, Forbes, Runner’s World Magazine, and Real Simple Magazine and featured on NPR Marketplace She teaches about goal setting, motivation, and incentive systems in executive education programs and has served as an expert witness on the topic

Lynn Valenter, Washington State University Vancouver

Lynn Valenter is Vice Chancellor for Finance and Operations at WSU Vancouver She has re-sponsibility for the areas of budget and accounting, capital planning and development, din-ing services, facilities operations, human resource services, and public safety Valenter holds

a Master of Business Administration from Washington State University and a Bachelor of Science in Hotel Administration from Cornell University She previously held resort industry management positions and was a faculty member at Scottsdale Community College in Arizona Valenter began her career at WSU Vancouver as the Facilities and Auxiliary Services Manager in 1997 She was promoted to Director of Finance and Operations in 1999, then to Vice Chancellor in 2005 and served as Interim Chan-cellor from 2010-2012 She is a past president of WACUBO and is currently Vice-Chair of NACUBO’s Board

of Directors

Session Info and Speaker Bios

Rising Together: Creating Your

Network

Ten years ago, a small group of senior

women at Arizona State University

con-vened a monthly lunch meeting with

colleagues across functions to provide a

networking opportunity Over time, the

group grew to more than 25 members

and served to enable better

collabora-tion and professional development for

participants

Initially intended to be an opportunity

to create a collegial support network,

the group has delivered substantially

greater benefits, including enabling

better cross-functional work

produc-tivity, improved collaboration, and

better on-boarding of new, highly

tal-ented members In addition, most of

the women on this panel are highly

involved in external professional

devel-opment organizations, and the

relation-ships have supported one another and

provided opportunity and guidance as

some entered leadership roles

This panel will focus on how the

net-work was established, the importance

of the connections, and how others

might consider a similar group on their

campus It will discuss the benefit to

the participants both personally and

professionally, as well as the impact on

the institution

Lisa Frace, University of California, Davis

Preferred Partnership Program Prior to joining UC Davis, Lisa spent 13 years at Arizona State University as the Associate Vice President, Budget and Planning, and Chief Budgeting Officer

Lisa has over 30 years of experience in finance, treasury, strategic planning and budget management, and holds an MBA and Bachelor of Science degree in Health Planning and Administration from Pennsylvania State University She is the Third Vice President of WACUBO and will serve as President in 2021-2022

Lisa joined the University of California, Davis in September 2018 as the Chief Finance and Budget Officer and Senior Associate Vice Chancellor In this role, she oversees all aspects

of financial and resource management for the institution, including Budget and Institu-tional Analysis, Accounting and Finance, Supply Chain Management, Real Estate, and the

Lisa Loo, Arizona State University

Lisa Loo is Vice President of Legal Affairs and Deputy General Counsel at Arizona State University and is responsible for leadership of the lawyers in the business and transac-tional practice group Ms Loo joined the ASU Office of General Counsel in 1993 after eight years in private practice She graduated from the University of Virginia School of Law in 1985 and from Fordham University in 1982 Ms Loo currently serves on the Executive Council

of the National Conference of Bar Presidents and is a past President of the State Bar of Arizona She is a founding board member of the Arizona Asian American Bar Association and served as Vice President of Victory Together, the primary group that advocated for the voter-approved MLK, Jr./Civil Rights Day in Arizona The State Bar of Arizona has honored Ms Loo as the Outstanding Young Lawyer of the Year and for Outstanding Achievement in Advancing Equal Opportunity in the Profession

Nichol Luoma, Arizona State University

Nichol is the current President of the National Association of Educational Procurement She is responsible for multiple operations at ASU including supply chain (procurement and materials management), auxiliaries, parking and transit, sustainability practices, risk management, physical security initiatives, and environment health and safety She is a faculty member for NAEP and WACUBO and has nearly two decades of operations management exper-ence, holding the following positions: Vice President of Operations for Boon Inc and Keen Distribution; Senior Supply Chain Consultant at Clarkston Consulting; and multiple supply chain roles at Intel Corpo-ration Nichol holds a bachelor’s degree in Supply Chain Management from ASU (Summa Cum Laude), where she was honored as the Outstanding Graduating Senior for WP Carey College of Business, and she also holds an MBA (Summa Cum Laude) from Duke University, where she was a Fuqua Scholar